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Hedge Funds Similar to Collaborative Advisors

13F Portfolio OverlapQ2 2026Collaborative Advisors portfolio →
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Most similar hedge funds by 13F overlap

Collaborative Capital Advisors LLC is an institutional investor managing $158M across 83 U.S. equity positions as of Q2 2026. Based on the overlap of conviction holdings in their latest 13F filings, the hedge funds with portfolios most similar to Collaborative Advisors are Apeiron RIA, Bulltick Wealth, Cranbrook Wealth, with shared positions in $IAU, $IBIT, $MDY, $CRM, $DTM, $MS. The full ranking of 25 similar funds is below.

#1Apeiron RIA LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$MDY
$390M
162 positions
#2Bulltick Wealth Management, LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$CRM
$490M
134 positions
#3Cranbrook Wealth Management, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$DTM
$534M
406 positions
#4A4 Wealth Advisors LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$MS
$151M
92 positions
#5VCI Wealth Management LLCPassive
Some overlap · 3 shared positions
$IAU$IBIT$MS
$399M
99 positions
#6Pettinga Financial Advisors LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$MDY
$624M
156 positions
#7Ackerman Capital Advisors, LLCActive
Some overlap · 3 shared positions
$IAU$IBIT$ET
$497M
120 positions
#8Excelsior Advisor Network LLCPassive
Some overlap · 4 shared positions
$IAU$TRGP$EPD$ET
$759M
453 positions
#9Firestone Capital ManagementActive
Some overlap · 4 shared positions
$IAU$MDY$EPD$MS
$537M
168 positions
#10Mill Creek Capital Advisors, LLC
Some overlap · 4 shared positions
$IAU$MDY$IBIT$ETOR
$4.9B
260 positions
#11Wealth Watch Advisors, INCActive
Some overlap · 3 shared positions
$IAU$MDY$IBIT
$309M
142 positions
#12TSFG, LLCPassive
Some overlap · 4 shared positions
$IAU$MDY$IBIT$CRM
$794M
891 positions
#13Blackstone Inc.Active
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$32.9B
518 positions
#14CUSHING ASSET MANAGEMENT, LP dba NXG INVESTMENT MANAGEMENTActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$2.2B
73 positions
#15Catalyst Capital Advisors LLCActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$6.0B
369 positions
#16EAGLE GLOBAL ADVISORS LLCActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$3.0B
277 positions
#17CHICKASAW CAPITAL MANAGEMENT LLCSmart money
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$2.8B
97 positions
#18KAYNE ANDERSON CAPITAL ADVISORS LPActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$5.1B
53 positions
#19TORTOISE CAPITAL ADVISORS, L.L.C.Active
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$9.8B
91 positions
#20Fractal Investments LLCActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$867M
80 positions
#21WESTWOOD HOLDINGS GROUP INCPassive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$13.3B
626 positions
#22Recurrent Investment Advisors LLCActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$1.6B
71 positions
#23RR Advisors, LLCActive
Some overlap · 7 shared positions
$TRGP$EPD$ET$WMB$WES$DTM
$346M
25 positions
#24SILVIA MCCOLL WEALTH MANAGEMENT, LLCPassive
Some overlap · 5 shared positions
$IAU$MDY$EPD$MS$KMI
$166M
122 positions
#25BEAM WEALTH ADVISORS, INC.Active
Some overlap · 4 shared positions
$IAU$EPD$ET$KMI
$453M
117 positions

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Similarity is derived from each fund’s latest 13F-HR filing with the SEC. Funds are ranked by the overlap of distinctive conviction holdings; near-universal mega-cap positions are excluded so the ranking reflects shared strategy, not common index exposure. Data is informational only and not investment advice.